See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,207 | $180,449-38.4% | $154,107-27.8% | $135,375-17.9% |
| Participation rate | 85.0% | 87.4%-2.4pp | 83.0%+2.0pp | 82.6%+2.4pp |
| Annual return | -4.41% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,895 | $6,035-68.6% | $5,298-64.2% | $4,779-60.4% |
| Participant deferral / active EE | $3,779 | $5,806-34.9% | $5,081-25.6% | $5,609-32.6% |
| Admin fee / account holder | $2,750 | $16,143-83.0% | $13,411-79.5% | $10,827-74.6% |